SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2019. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,316,000 | +4.9% | 12,230 | 0.0% | 0.17% | -2.2% |
| Q3 2019 | $1,255,000 | +1.7% | 12,230 | 0.0% | 0.18% | +2.9% |
| Q2 2019 | $1,234,000 | +31.6% | 12,230 | +29.7% | 0.17% | +31.1% |
| Q1 2019 | $938,000 | +11.1% | 9,430 | 0.0% | 0.13% | -3.6% |
| Q4 2018 | $844,000 | -8.7% | 9,430 | 0.0% | 0.14% | +8.7% |
| Q3 2018 | $924,000 | +5.6% | 9,430 | 0.0% | 0.13% | +5.0% |
| Q2 2018 | $875,000 | -14.6% | 9,430 | -16.0% | 0.12% | -14.3% |
| Q1 2018 | $1,024,000 | -3.5% | 11,225 | 0.0% | 0.14% | +4.5% |
| Q4 2017 | $1,061,000 | +21.1% | 11,225 | +17.0% | 0.13% | +16.5% |
| Q3 2017 | $876,000 | +9.2% | 9,590 | +6.3% | 0.12% | +7.5% |
| Q2 2017 | $802,000 | +0.8% | 9,025 | 0.0% | 0.11% | -2.7% |
| Q1 2017 | $796,000 | +3.1% | 9,025 | 0.0% | 0.11% | -1.8% |
| Q4 2016 | $772,000 | +1.3% | 9,025 | 0.0% | 0.11% | -2.6% |
| Q3 2016 | $762,000 | +0.7% | 9,025 | 0.0% | 0.12% | -2.5% |
| Q2 2016 | $757,000 | +5.0% | 9,025 | 0.0% | 0.12% | -7.1% |
| Q1 2016 | $721,000 | +8.6% | 9,025 | 0.0% | 0.13% | +9.5% |
| Q4 2015 | $664,000 | +2.0% | 9,025 | 0.0% | 0.12% | -2.5% |
| Q3 2015 | $651,000 | -10.6% | 9,025 | -5.5% | 0.12% | -1.7% |
| Q2 2015 | $728,000 | -2.5% | 9,550 | 0.0% | 0.12% | -8.3% |
| Q1 2015 | $747,000 | -0.8% | 9,550 | 0.0% | 0.13% | 0.0% |
| Q4 2014 | $753,000 | +5.3% | 9,550 | 0.0% | 0.13% | -7.7% |
| Q3 2014 | $715,000 | -3.5% | 9,550 | -1.3% | 0.14% | +2.1% |
| Q2 2014 | $741,000 | +4.1% | 9,680 | 0.0% | 0.14% | -4.8% |
| Q1 2014 | $712,000 | – | 9,680 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
| Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
| Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
| O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
| Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
| MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
| Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
| Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
| Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |